Billing Coordinator
None
BA/BS in job field concentration or 1 year of experience
- Strong computer skills
- Microsoft Office Experience (Word, PowerPoint, Outlook)
- Intermediate Excel skills
- QuickBooks or other accounting software experience

- Able to learn processes & software program
Communication
-
- Internal small group presentation skills
- Well organized written & confident verbal communication skills
- Command (Present with confidence & authority both internally & externally)
- Able to convey information efficiently & suitable for specific audiences
Customer Focus
- Committed to customer-centric mindset
Accountability
- Attention to detail and committed to producing high quality work
- Able to execute tasks independently and ask for help to avoid errors
- Time management skills that allow you prioritize tasks/responsibilities to meet all deadlines
Drive for Results
- Able to juggle numerous responsibilities simultaneously
- Understand reporting systems in order to generate accurate data analyses
- Professional & persistent in seeking payment from dealers & obtaining outstanding items from CST & Sales
Continuous Improvement & Mutual Respect
- Self-motivated & a team player
- Treat all departments with respect & build strong cross-functional relationships
- Understand & apply all SOPs for optimal process workflows
- Ensure contracts are compliant based on OEM guidelines for billing & the L2T Rate Card
- Process budget increases/decreases & cancellations within workflow system
- Act as training resource for Field Sales and CST on contracting and billing processes
- Generate Invoices & post customer payments to QuickBooks
- Oversee enrollments & billing for major OEM programs
- Reconcile revenue between QuickBooks & contracting system
- Oversee collection of accounts receivable & contact past due accounts
- Process credit card payments for customers
- Provide ad-hoc revenue reports as requested by clients
- Prepare monthly analysis reports for senior management
- Turn any bad debt clients to the collection agency & follow up with collection on those accounts.
Senior Billing Coordinator
None
- BA/BS in job field concentration
- 1-3 years of experience in billing and/or accounting
Mastery of all Billing Coordinator level application software; SME for Billing Coordinator
- Able to run spend reports out of Google, Facebook, and Bing
- Proven track record of flawless execution, attention to detail and quality assurance
- Understand JIRA
- Basic understanding of Salesforce
- Knowledge of Excel Macro/VBA & L2T Rate Card
- Understand OEM Billing Requirements
Mastery of all Billing Coordinator level soft skills
Communication
-
- Exemplary written and confident verbal communication skills
Customer Focus
- Commitment to meeting the needs of internal & external customers
Accountability
- Escalates critical issues
- Recognizes when issues in the department will have downstream impact & alert affected partners.
Drive for Results
- Contribute to team & company goals for overall success
- Proposes optimal solutions to business problems
- Anticipate the needs of internal customers & acts as a partner to sales/CST to sign & launch new business
Continuous Improvement & Mutual Respect
- Collaborate with product & CST leads on trainings
- Gain experience in supervising & reviewing work performed by the Billing Coordinator
Mastery of all TDR’s at Billing Coordinator Level.
- Act as a gatekeeper & document approval for all new deals & upsells
- Keep discounted rate list up to date for accurate & expediate processing of all pre-approved off rate card deals
- Look for revenue related trends/comparison to provide deeper insights for EMT
- Provide revenue analysis & client count on a product level for EMT & managers to ensure proper staffing levels
- Complete the monthly Margin Tracker to ensure that we are invoiced accurately by our media partners & we spend accurately against clients’ established target spends
- Train all new hires for internal/external departments regarding billing processes & continue training where they see shortfalls or updates to processes
- Quantify & track liability for underspends & issue credits
- Respond to client requests for spend audits & communicate in an accurate & appealing way
- Oversee all program billing & ensure all changes & enrollments are communicated
- Ensure that all billing is accurate and sent out on time
- Ensure new programs/products are set up in MAP
- Identify process inefficiencies & write stories to be considered by platform development team
- Ensure collection of past due amounts for program clients with professional follow-up.
- Work with Billing Coordinator to ensure collection of all overdue accounts & help decide if the account should be sent to collections.
- Track new, upsell, budget decreases & cancellations by product & salesperson to ensure sales commissions and weekly reports are accurate
- Ensure that Billing Coordinator processes invoices correctly & help with items that cannot be tied into the billing report
- Own the weekly flash reporting to management team
- Provide ad-hoc revenue reports as requested by clients that are accurate & presentable. If recurring, ensure team is providing monthly.
Billing Supervisor
One
- BA/BS in job field concentration
- 2-4 years of experience in billing and/or accounting
Mastery of all Senior Billing Coordinator level application software
- Strong technical skills regarding revenue recognition
- Strong understanding of co-op reimbursement rules by OEM
- Technical understanding of MAP platform
- Able to develop acceptance criteria for development stories & evaluate test cases in sprint reviews
Mastery of all Senior Billing Coordinator soft skills
Communication
-
- Proven ability to solicit input from teams and act upon input with implementation or rationale into why suggestion was not pursued
- Ability to answer complex questions internally and externally (OEM providers) about any billing issues that arise.
Customer Focus
- Committed to customer-centric mindset
Accountability
- Aptitude at screening new hire candidates for required team skills and traits
- Understand the responsibilities of other departments (product launches, CST month-end calls, etc.) to inform daily decision making.
Drive for Results
- Track record of cross-collaboration, advocate for direct reports & establish processes across departments
- Developing and train employees on policies & procedures which incorporate financial controls
- Able to anticipate resource constraints and plans accordingly to ensure staffing coverage and communicates plan to management/sales/etc.
Continuous Improvement & Mutual Respect
- Emotional intelligence: self-awareness, self-management, social awareness, relationship management
- Inspirational team & thought leader that improves the employee experience
- Development of direct reports and long-term investment of team development
Mastery of all Senior Billing Coordinator level
- Manage OEM relationships: Enrollments, contracting & billing. Communicate changes to OEM billing processes internally & communicate with OEMs regarding changes and explain the impact on L2T and clients.
- Ensure internal technology has the capabilities to meet OEM billing needs. Create stories for development if capabilities are not met & oversee completion of stories to meet OEM deadlines.
- Communicate/escalate pertinent information upward and downward to ensure cohesiveness between teams & management
- People Management
- Onboards & oversees the training of new hires.
- Support & coach direct reports to meet individual & team goals.
- Recognize the work of direct reports & provide company recognition.
- Model successful approaches to build successful skills & set expectations with direct reports.
- Plan, prioritize & delegate team work to increase productivity & quality
- Develop strong working relationships & collaborate with peers in other departments to solve client issues or execute on client requests.
- Own finance OEM reporting for month end. Ensure that all deadlines are being met & coordinate additional custom reports for the Tech team
- Lead OEM billing changes & communicate changes to other departments that are affected.
ACCOUNTING
Staff Accountant
None
- BA/BS in job field concentration
- 1-3 years of experience in accounting role
- Understanding of GAAP
- Strong technical accounting skills
- Expert knowledge of Excel
- Understanding of internal controls
- Supports Manager with process improvements to increase operational efficiency, product quality & campaign performance
- Proficient with ADP Payroll Software, QuickBooks, and Concur

Communication
-
- Internal small group presentation skills
- Well organized written and confident verbal communication skills
- Command (Present with confidence and authority both internally and externally)
Customer Focus
- Committed to a customer-centric mindset
Accountability
- Reliable & consistent work ethic
- Time management skills that allow you prioritize tasks/responsibilities to meet all deadlines
- Able to execute tasks independently and ask for help to avoid errors
Drive for Results
- Ability to develop strong rapport with peers & vendors to obtain inputs necessary to complete work
- Excellent organizational skills & strong attention to detail
Continuous Improvement & Mutual Respect
- Self-motivated & team player
- Treat all departments with respect & build strong cross-functional relationships
- Mastery of P&L & Balance Sheet accounts to ensure correct posting of invoices, bills, & journal entries.
- Reconcile billing history report to P&L with demonstrated understanding of nature of variances
- Own accounts payable, cash flow analysis & balance sheet reconciliations
- Computation of monthly commission for non-sales employees & ensure payouts and/or accruals are accurate.
- Upload budget into GL software & assist in creating support docs for budget. Ensure we are entering invoices to the correct accounts.
- Distribution of actual vs budget reports to account owners. Point out variances by comparing against the budget detail.
- Respond to vendor account or payment inquiries as needed. Reach out for uncashed checks & determine if old checks need to be voided/reissued
- Meet monthly accounting close deadlines: Prepare and post journal entries, analyze ledger activities & variances, ensure all items are booked in the correct month.
- Process all vendor invoices, employee expense reports & check support documentation.
- Maintain & update tax apportionment documents monthly
- Assist in gathering documents for tax preparation and audit to ensure we can meet audit deadline to the bank.
- Complete monthly bank reconciliation & ensure all cash transactions have been recorded
- Recognize when accruals are needed to ensure expenses are recorded
- Prepare monthly financial statements ensuring adequate self-review
- Assist in preparation of 1099 documents & ensure all vendor W-9 forms are up to date
- Complete semi-monthly payroll timely & accurately; anticipate changes to submission schedule due to holidays
- Onboard new hires & ensure data in payroll software is up to date & W-2 information is correct.
- Assist in periodic & annual 401(k) compliance reviews to ensure L2T Media's 401(k) plan is compliant
- Assist in periodic & annual U.S. census surveys to be reviewed by CFO.
Senior Staff Accountant
None
- BA/BS in job field concentration
- 2-4 years of experience in accounting
Mastery of all Staff Accountant level application software; SME for Staff Accountant
- Own & lead vision on all finance related procedures & ongoing implementation of process training, process documentation & validation testing.
- Look for ways to make process improvements that increase operational efficiency
- Proven track record of flawless execution as a team leader.
Mastery of all Staff Accountant soft skills
Communication
-
- Able to answer complex billing & financial questions internally & externally (OEM providers)
- Proven ability to solicit input from teams & act upon input with implementation or rationale into why suggestion was not pursued
Customer Focus
- Committed to a customer-centric mindset
Accountability
- Solid understanding of L2T, our products & client expectations
- Conducts work with integrity & ensures others comply with company policies
- Thorough understanding of product teams’ processes & buildouts and how those processes are impacted by actions of the Finance Dept.
Drive for Results
- Own relationships with outside vendors including the audit team, 401(k) account rep., banking rep, etc.
- Able to solve complex technical problems, anticipate technical implications & train team leads to develop optimal solutions.
Continuous Improvement & Mutual Respect
- Gain supervisory experience by overseeing the work of 1-2 employees
Mastery of all Role Requirements at Staff Accountant level.
- Strong knowledge of systems & ability to troubleshoot /support issues with regards to financial systems
- Assist in compiling information necessary for the annual budget including creation of SWB templates & historical cost analysis
- Develop new reports for the EMT based on knowledge of industry trends.
- Take a larger role in the annual audit by being able to answer any follow up questions from the auditors. Ensure questions are answered accurately & escalate as necessary.
- Lead the preparation of 1099 documents & present to CFO and accounting manager for approval. Ensure all vendor W-9 are up to date & accurate.
- Report any sales new hires & terms to insurance brokers to ensure adequate worker’s comp coverage
- Register L2T in new states for sales hires in new states for SUI payments to ensure timely payments for SUI & avoid penalties.
- Own periodic & annual 401(k) compliance reviews. Ensure that plan meets all compliance standards
- Own periodic & annual U.S. census surveys.
- Own benefits regarding ADP payroll software including setting up open enrollment & ACA compliance testing
- Check 401(k) contribution limits annually & report to HR so they can share company wide. Email owners to verify they wish to contribute the max for the year & process.
- Research HSA contribution limits annually & reach out to Tom and Liz to verify they would like to contribute the max. Process H.S.A. transfers into their account.
Accounting Supervisor
One
- BA/BS in job field concentration
- 4 years of experience in accounting
- 1-2 years of Salesforce Experience
Mastery of all Staff Accountant level application software; SME for Staff Accountant
- Strong understanding of GAAP & strong technical accounting skills
- Excellent understanding of systems (QuickBooks, ADP, MAP, Portal, Concur, Treasury) with the ability to design & oversee enhancements.
- Able to implement new systems & system integrations.
- Proven track record of owning all financial functions & delivering accurate & timely results.
- Advanced knowledge of internal control best practices
- Strong knowledge of applicable tax rules & requirements.
- Proficient Knowledge of Sales with integration experience
- Ability to expand Salesforce knowledge with trainings and researching new features
- Able to implement Salesforce updates/improvements and maintain Salesforce’s financial accuracy
Mastery of all Staff Accountant soft skills
Communication
-
- Exceptional communication skills
- Ability to communicate clear deadlines and expectations to team
Customer Focus
- Ability to give Sales team financial information to assist in hitting their revenue goals by removing pain points from contracting and close process
- Work with Sales management on additional reporting to give them pipeline and prospective client information
Accountability
- Sets the tone for the team by exemplifying attention to detail, ownership, productivity, financial insight, financial accuracy in Salesforce & collaboration with other departments.
Drive for Results
- Instills a strong work ethic in all team members & ensures client satisfaction
- Coach staff and hold them accountable to ensure that team is taking on new tasks and closely develop career gaps
- Invested in long term development of team members and progresses team along their applicable career paths
Continuous Improvement & Mutual Respect
- Fosters a high level of trust
- Inspiring (“thought leader”) to ensure that employees are motivated and happy in the workplace
- Emotional intelligence: self-awareness, self-management, social awareness, relationship management.
Mastery of all Role Requirements at Staff Accountant level.
- Ensure closed business in Salesforce is accurate
- Troubleshoot integration errors between MAP and Salesforce. Discover root causes and develop solutions to reduce and eliminate errors
- Develop new reports for Sales management based on industry trends/new products to help them achieve revenue goals
- Ensure Salesforce price book is updated with any new products, OEM changes, rate changes, etc.
- Ensure rate card and order forms are updated with any new products, OEM changes, rate changes, etc.
- Oversee calculations of commissions to ensure accuracy and identify any commission plan design issues.
- Stay abreast of all Salesforce releases and ensure updates are properly tested and implemented. Share findings with Sales Management and suggest any new features L2T can implement
- People Management
- Onboards & oversees the training of new hires.
- Support & coach direct reports to meet individual & team goals and deliver constructive performance feedback.
- Recognize the work of direct reports & provide company recognition.
- Model successful approaches to build successful skills & set expectations with direct reports.
- Plan, prioritize & delegate team work to increase productivity & quality
Accounting Manager
Three
- BA/BS in job field concentration
- 5 years of experience in accounting
- 2+ years of supervisory experience
Mastery of all Accounting Supervisor skills
- Strong understanding of GAAP & strong technical accounting skills
- Excellent understanding of systems (QuickBooks, ADP, MAP, Portal, Concur, Treasury) with the ability to design & oversee enhancements.
- Able to implement new systems & system integrations.
- Proven track record of owning all financial functions & delivering accurate & timely results.
- Advanced knowledge of internal control best practices
- Strong knowledge of applicable tax rules & requirements.
Mastery of all Accounting Supervisor soft skills
Communication
-
- Exceptional communication skills
Customer Focus
- Understands client expectations & the level of service finance needs to provide
Accountability
- Takes ownership of all financial functions
- Anticipates deadlines & resource constraints & plans out work in advance to ensure timely completion
Drive for Results
- Instills a strong work ethic in all team members & ensures client satisfaction
- Coach staff and hold them accountable to ensure that team is taking on new tasks and closely develop career gaps
- Invested in long term development of team members and progresses team along their applicable career paths
Continuous Improvement & Mutual Respect
- Fosters a high level of trust
- Inspiring (“thought leader”) to ensure that employees are motivated and happy in the workplace
- Emotional intelligence: self-awareness, self-management, social awareness, relationship management.
Mastery of all Role Requirements at Accounting Supervisor level
- Responsible for accurate & timely completion of the monthly close, financial statements & management book.
- Bill all clients in accordance with contracts & OEM requirements
- Collect all outstanding receivables in accordance with due dates
- Process all sales requests & change orders in accordance with the rate card & documented policies
- Ensure all media spend invoices reconcile to expected spend & that actual spend per client is in accordance with target spend
- Responsible for accurate & timely processing of payroll
- Responsible for compliance of 401(k) plan and required government filings
- Develop finance policies & procedures to ensure adequate controls & efficient workflow
- Responsible for training employees on finance policies & procedures
- People Management
- Onboards & oversees the training of new hires.
- Support & coach direct reports to meet individual & team goals.
- Recognize the work of direct reports & provide company recognition.
- Model successful approaches to build successful skills & set expectations with direct reports.
- Plan, prioritize & delegate team work to increase productivity & quality
- Act as a liaison with auditors & tax accountants to ensure smooth completion of annual review & tax returns
- Identify nuances which require changes to our month-end close out journal entries & determining appropriate course of action
- Ensure all financial systems are operating properly & effectively
Senior Accounting Manager
Three
- BA/BS in job field concentration
- 5-8 years of experience in accounting
- 3-5 years of supervisory experience
Mastery of Accounting Manager application/tech
- Advanced knowledge of internal control best practices, applicable tax rules & requirements.
- Strong knowledge of 401(k) compliance rules & state regulatory rules
Mastery of all Accounting Manager soft skills
Communication
-
- Exceptional communication skills
Customer Focus
- Listen to client concerns or issues & propose billing/contracting solutions.
Accountability
- Sets the tone for the team by exemplifying attention to detail, ownership, productivity, financial insight & collaboration with other departments.
Drive for Results
- Coach team members on skill gaps & identify opportunities for team members to develop new skills.
- Identify process changes & system changes to accommodate new products or programs.
Continuous Improvement & Mutual Respect
- Champion of L2T core values & company goals.
Mastery of all Role Requirements at Accounting Manager level
- Own the close process end to end
- Identify financial trends & prepare reporting to share insights with management.
- Understand the L2T budget to develop & report on KPIs to ensure that we achieve our goals & stay within budget.
- Guides billing coordinator with collection efforts & determines appropriate escalation steps with account owners and managers.
- Adapt the contracting process to meet business needs while still maintaining proper internal controls.
- Understand all payroll regulations & develop processes to ensure compliance
- Responsible for developing budget templates & guiding department heads through budget process.
- Enforces L2T governance policies in a judicious manner.
Controller
Three to Four
- BA/BS in job field concentration
- 8-10 years of experience in accounting
- 5+ years of supervisory experience
Mastery of Accounting Sr. Manager application/tech /tech
- Strong understanding of GAAP & technical accounting skills
- Expert understanding of systems (QuickBooks, ADP, MAP, Portal, Concur, Treasury) with the ability to design & oversee related enhancements.
- Own all financial functions with ability to make observations & highlight trends/opportunities to management.
- Advanced knowledge of internal control best practices, applicable tax rules & requirements.
- Strong knowledge of 401(k) compliance rules & state regulatory rules
Mastery of all Senior Accounting Manager soft skills
Communication
-
- Able to speak directly to clients about billing or co-op reimbursement concerns & recommend solutions.
- Able to explain complex financial topics to employees in non-financial roles.
Customer Focus
- Advanced customer-centric mindset
Accountability
- Able to develop & take a lead role in sprint reviews & acceptance criteria for systems development. Able to check the financial output & ensures no unintended consequences will occur before software changes are deployed.
Drive for Results
- Shapes product development requirements to ensure successful launch with respect to contracting, billing, expense tracking, and collections.
Continuous Improvement & Mutual Respect
- Garners the respect of peers & executive management based on financial knowledge & ability to analyze & solve business problems
- Motivates employees to do their best work by supporting employees in their tasks/projects & recognizing their accomplishments.
Mastery of all Role Requirements at Senior Accounting Manager level
- Identifies financial concepts, procedures & delivers related training for employees
- Develop relationships with key vendors & ensures vendors meet our expectations & deadlines
- Reviews vendor/dealer contracts, identifies concerning provisions, missing protections & negotiates revisions with the vendor/dealer.
- Researches vendors for service solutions, evaluates capabilities & negotiates competitive pricing.
- Develop long-term vision for staffing of department & cross-trains employees to ensure tasks can still be carried out in the event of turnover.
- Stays abreast of industry trends/OEM requirements & designs processes to incorporate those items.
- Partner with managers to provide financial support with respect to budget decisions & product profitability
SALES OPERATIONS
Sales Operations Analyst
None
- BA/BS in job field concentration
- 1-3 years of experience in financial or sales operations role
- Salesforce Reporting/Admin Experience

- Expert knowledge of Excel (Pivot Tables, VLOOKUP's, Queries, Tables)
- Mastery of all department processes and procedures and supports Manager level with process training and process documentation.
- Understanding of Salesforce Admin skills & Pardot integration
- Understanding of L2T Products, OEM programs, Rate Card & competitive landscape
- Technical understanding of MAP platform & MAP integration with Salesforce
- Able to read and understand sales compensation plans
Communication
-
- Well organized written & confident verbal communication skills
- Able to convey information efficiently and suitable for specific audiences
- Able to think on your feet & respond to follow-up questions confidently.
Customer Focus
- Committed to a customer-centric mindset
Accountability
- Own all responsibilities ensuring strong attention to detail, accuracy & completion of tasks within deadlines.
- Excellent organizational & time management skills
- Able to execute tasks independently & recognize when help is needed to avoid errors.
Drive for Results
- Takes initiative to learn new Salesforce skills through Trailheads & User Group Forum
- Strong understanding of the sales process for Field Sales & CST (what it takes to win new business, upsell business and retain clients).
Continuous Improvement & Mutual Respect
- Able to develop strong rapport with peers & vendors to obtain inputs necessary to complete work
- Self-motivated team player
- Treat all departments with respect & build strong cross-functional relationships
- Track & report weekly performance of Field Sales & CST employees
- Monitor integration of MAP contracts with Salesforce & reconcile systems on a weekly basis. Track recurring integration issues to determine resolution.
- Manage account assignments & modify book of business goals for account transfers
- Compute sales commissions as part of the month-end close process & compile monthly summary for executive management.
- Compile revenue reports for CST to prioritize actions by net revenue contribution & upsell opportunity.
- Prepare reporting to allow Sales & Sales Management to ensure that all leads are being worked & progressing through the sales pipeline.
- Prepare reporting to monitor completion of joint launch calls by Sales/CST to ensure new clients are receiving interaction with L2T employees.
- Create, assign & monitor cases for canceled clients & at-risk clients to assess reasons for cancellation or address client dissatisfaction in order to "save" a client.
- Compile monthly contact reporting to meet OEM reporting requirements & deadlines.
- Prepare monthly reporting for Executive Management Team on Sales & CST productivity.
- Salesforce Dashboards: Create custom dashboards as requested & maintain existing dashboards & saved reports.
- Train new Sales & CST hires on Salesforce & L2T Rate Card
- Create & maintain L2T order form templates for program and non-program deals.
- Activate & disable users in Salesforce, Pardot, and Sertifi as necessary.
- Respond to ad-hoc Salesforce reporting & configuration requests
- Maintain & publish L2T Rate Card
- Administer Salesforce price books & product catalogs to sync with MAP products & programs.
- Develop rapport with outside vendors (Salesforce, Sertifi, Relation Edge, etc.) to ensure that services are delivered consistent with L2T expectations.
- Serve as in-house support resource for Salesforce issues & act as liaison with Salesforce support.
Senior Sales Operations Analyst
Zero to One
- BA/BS in job field concentration
- 2-5 years of experience in accounting
- Salesforce admin experience
Mastery of Sales Operation Analyst level
- Strong understanding of Salesforce Admin skills & Pardot integration
- Thorough understanding of L2T Products, OEM programs, Rate Card and competitive landscape
- Technical understanding of MAP platform & MAP integration with Salesforce with ability to troubleshoot and resolve integration issues.
- Able to draft compensation plans & assess effectiveness
Mastery of all Sales Operations Analyst soft skills
Communication
-
- Exceptional communication skills
Customer Focus
- Advanced customer-centric mindset
Accountability
- Act in a diligent and precise manner that gains the trust of your internal customers.
- Deliver accurate reporting on a timely basis to develop strong rapport with Sales & CST leadership.
- Able to execute tasks autonomously. Knows when to escalate issues but proposes potential solutions when an issue is encountered
Drive for Results
- Takes initiative to learn about enhancements to Salesforce and other tools
- Thinks creatively about how Salesforce (or other tools) can be configured or utilized to help solve business problems.
- Designs and/or modifies processes and templates to accommodate new programs or products.
Continuous Improvement & Mutual Respect
- Able to put oneself in the shoes of a Sales/CST employee & understand the demands of our dealers.
Mastery of all Role Requirements at Sales Operations Analyst level.
- Troubleshoot MAP/Salesforce integration issues to identify root causes & work with vendors to propose fixes for errors.
- Compute opening books of business for each sales rep in collaboration with sales management & determine monthly book of business goals to be used in annual compensation plans.
- Assess effectiveness of comp plan design & identify issues with respect to payout vs. contribution.
- Brainstorm with CST Director on additional reporting that would help CST Management monitor activity of team members to meet monthly upsell & churn goals.
- Understand the pain points of Field Sales & CST with current processes & develop tools or automations which make the process more efficient or more successful.
- Understand the annual Sales & CST goals & objectives & develop tools to assist departments in meeting their goals.
- Partner with Marketing Manager to develop show promotions & related order forms/collateral.
- Assist in budget preparation by summarizing historical trends to update the revenue model.